With
SouthWare’s ImportMate II™ you’ve got the ability to take data files
created by other software products and add new records or update
existing records in your SouthWare Excellence Series™ business system.
It’s very simple to use so you don’t have to be a programmer. And
it’s very flexible so you can use it in many different ways.

ImportMate
II is an add-on module you can use to automatically input data into
selected Excellence Series files. You simply specify how each field
in a file is to be affected by an imported file. ImportMate II prompts
you for all the information it needs and checks to make sure that
the data you are bringing in is valid. You get the ease and speed
of automated updates with the same verifications you would get if
you keyed the data directly into your system.

With
ImportMate II, you can:

Create
Excellence Series files with data from your old system to help
you in converting to the Excellence Series n Access data created
by most software products via commonly-used data formats

Create
valid new records even if your incoming data file doesn’t contain
all the necessary fields

Test
incoming data files before importing to make sure there are no
surprises

Streamline
common updates for such situations as electronic time clocks and
vendor-supplied price files

Use
ReportMate™ to output Excellence Series data to be changed, then
use ImportMate II™ to change it

Use
SouthWare’s DocTransfer™ module to streamline the process of importing
data from EDI products or other trading partner document files

Get
ImportMate II™, the business solution to your data transfer needs.

Key
Features of ImportMate II

Defining
an Import Format
• Formats are saved for future use
• Define only how the SouthWare® file is to be affected - you don’t
have to define fields in the import file that won’t be used • Option
to assign a key for selected key fields or assign a default for
other selected fields
• Option to insert a fixed value in a field
• Option to leave a field unchanged in existing records
• Option to add new records, to update existing records, or both

Input
File Options
• Fixed Format ASCII files - format with fixed position fields such
as found in text files, spool files, print files
• Fixed Position Text files (often called a Flat File when used
in conjunction with EDI products)
• DIF format - data interchange format commonly used by spreadsheets
• Comma-delimited format - easily-created format commonly used by
databases
• Other-delimited formats - delimiter can be tab, merge code, or
any ASCII character
• Multiple record types
• Combine multiple record types for a single target record
• Handles special editing characters such as dollar signs, minus
signs, and slashes or dashes in dates
• Option to assign key fields, assign fixed data to a field if not
available in the input file, and leave certain fields unchanged
• Option to use SouthWare’s ReportMate to output selected data and
then use ImportMate II to change it during import

Testing
and Updating Data
• Option to test a range of input records
• Automatic testing with error report prior to update
• Option to skip testing for frequently used imports
• Ability to import transactions with errors and “Hold” until corrected

Open
Component Technology
• Allows direct access to import capabilities from within other
programs and software

Sample
uses for ImportMate II include:

• Convert
accounting data when switching to SouthWare from another business
system
• Regularly update inventory pricing from vendor-supplied electronic
catalogs
• Create payroll exception hour entries from data captured in an
electronic time clock
• Add new stock items from a vendor price guide
• Create physical inventory transactions from an electronic hand-held
count device
• Import (create or change) trading partner documents such as orders
and invoices
• Import a file of the checks that cleared your bank to automatically
mark them cleared in Cash Flow
• Create A/R transactions from invoice data generated by a special
customized billing system
• Create A/P transactions from invoices stored in a database package
• Change the product category code for a group of stock items •
Create G/L journal transactions from data in a customized package
you are using
• Assign an A/R account number based on customer type